Senior Customer Success Manager
New
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TapcheckFintech SaaS
Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.Full-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5–10+ years
- Required Skills
- Data AnalysisSalesforceAccount ManagementRelationship managementRisk ManagementCustomer SuccessSaaS
Requirements
- 5–10+ years in Customer Success, Strategic Customer Management, or Account Management within SaaS
- Proven experience managing a portfolio of accounts with ownership of retention, adoption, and health outcomes
- Track record of reducing churn and improving customer engagement
- Experience building relationships with executive stakeholders across complex, strategic accounts
- Ability to operate with high autonomy and discipline in a fast-paced environment
- Strong proficiency in using data and customer health signals to proactively identify risk
- Experience with Salesforce and CS platforms such as Gainsight, ChurnZero, or Catalyst
Responsibilities
- Drive customer onboarding, product adoption, and ongoing engagement across your portfolio
- Align product value to customer business outcomes, ensuring customers realize measurable ROI
- Lead strategic business reviews and customer success planning sessions
- Deliver proactive recommendations and best practices that improve customer outcomes
- Monitor customer health, product usage, and engagement trends to identify churn risk early
- Execute mitigation strategies and success playbooks for at-risk accounts
- Maintain accurate customer health data, account insights, and lifecycle tracking in Salesforce and CS platforms
- Identify customer growth opportunities through usage trends, business needs, and stakeholder conversations
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